William Graves III is a financial advisor at Outlook Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, Transamerica Capital, and other firms. In addition to his advisory role, he provides employee benefits consulting and supports tax planning through data gathering for a federal tax attorney and CPA. Outlook Wealth Advisors serves individuals, families, and small business owners with financial planning, retirement consulting, and portfolio management. The firm uses a variety of investment approaches including model portfolios and sub-adviser relationships, and it operates multiple offices while offering educational workshops and local media participation.

Jacob Guinn is a financial advisor at Alpha Capital Family Office, LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, BBVA, and HFG Wealth Management. He is also an insurance agent. Alpha Capital Family Office, LLC serves high-net-worth individuals, families, trusts, small businesses, and certain institutional clients by providing investment management, family office, and wealth advisory services. The firm offers discretionary portfolio management and comprehensive family office services, including estate coordination and philanthropic planning.

Casey Mack is a CFP® with 15 years of industry experience, currently serving as an advisor at The Sum. Prior to joining The Sum, Casey worked at Fidelity Investments in various capacities from 2012 to 2024. Additionally, Casey has served on the Montgomery County MUD 159 board since 2026. The Sum is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and corporations. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, emphasizing passive investment through index funds and ETFs combined with ongoing monitoring and discretionary rebalancing.

Megan Beaufays is a financial advisor at Avion Wealth with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and PNC Bank. Avion Wealth serves individuals, trusts, charitable organizations, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client objectives and risk tolerance while incorporating a broad range of instruments and advanced planning services.

Alicia Earnest is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 designation with one year of experience at the firm. She has been associated with Wootton Financial Group Inc. for 25 years. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary asset management alongside financial and estate-planning coordination. The firm employs a customized, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Henry Stevens is a financial advisor at IAS Wealth Management, Inc. with 15 years of industry experience. He holds a Series 65 designation and has been with Investment Advisory Services, Inc. since 2010. IAS Wealth Management provides fee-only financial planning and discretionary investment management for individuals, trusts, estates, and business owners. The firm uses a team-based investment committee to manage portfolios on an individualized basis, applying both fundamental and technical analysis across various asset classes.

Matthew Clark is a financial advisor at CHJ Wealth Management in The Woodlands, TX, holding a Series 66 designation with eight years of industry experience. He has worked at Carlton, Hofferkamp and Jenks Wealth Management, LLC since 2023 and previously at Buckingham Strategic Wealth, LLC and Invesco. CHJ Wealth Management is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The five-advisor team manages approximately $540 million across about 286 client relationships, offering individualized portfolio management with a discretionary approach that combines fundamental and technical analysis.

Julio Gil Recio is a financial advisor at Banorte Asset Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banorte Asset Management since 2019, previously working at Banorte Securities International since 2013. Banorte Asset Management serves individual and high-net-worth clients, including trusts, estates, charitable organizations, and business entities, primarily focusing on Latin American clients, especially Mexican citizens. The firm offers discretionary and non-discretionary portfolio management through both traditional and digital wrap-fee programs, utilizing customized portfolios that incorporate a range of asset classes and investment vehicles.

Walter Theobald is a financial advisor with Sovereign Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His previous roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Outside of his advisory work, he is involved with Theobald Property Development LLC for tax and investment purposes. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities. The firm manages diversified portfolios using a range of analytical methods and offers both discretionary and non-discretionary account management, incorporating multiple sponsored programs and third-party managers.

Jessica Mccain is a CFP® and holds a Series 66 license with 10 years of experience in the financial services industry. She has worked at UBS Financial Services for 12 years and has held positions at Park Avenue Advisors and Guardian Life Insurance Company before joining Waterway Wealth Management, L.L.C., where she has been since 2025. Waterway Wealth Management, L.L.C. provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, and estates. The firm serves a range of clients including high-net-worth individuals and offers ERISA plan advisory services alongside a tiered wrap fee program, managing approximately $675.8 million in assets.

Timothy Blanchard is a CFP® professional with 26 years of industry experience. He is currently with Rhame & Gorrell Wealth Management and previously worked at Charles Schwab Bank and Ameriprise. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a mix of fundamental and technical analysis to manage approximately $1.44 billion in client assets through tailored portfolios and a Tactical Asset Allocation Program.

Terence King is a financial advisor at Managed Financial Services Corp Inc with six years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2019, following seven years at Phoenix Group Metals. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, using a formal, committee-driven manager selection process and proprietary tools to tailor investments to client objectives and risk tolerance.

Armir Zeneli is a financial advisor with RWM Capital, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at firms including The Vanguard Group and Wells Fargo, and was involved with Illyrian Autoworks, LLC from 2021 to 2023. RWM Capital, LLC, operating as Roberts Wealth Management, provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations, model portfolios, sub-advisers, and algorithmic tools to manage approximately $222 million across multiple offices.

Ariel Jasso is a financial advisor at Waterway Wealth Management, L.L.C. with nine years of industry experience. He previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., among other firms. Waterway Wealth Management provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm offers ERISA plan services, sponsors a wrap fee investment program, and manages approximately $552.8 million in assets using institutional custodial platforms and third-party held-away technology.

Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Equitable Advisors and involvement with martial arts organizations. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses tailored asset allocations and a Tactical Asset Allocation Program overseen by an in-house committee, and it is affiliated with an accounting practice providing tax return preparation services to certain clients.

Tyler Miller is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Rhame & Gorrell Wealth Management since 2020 and previously gained experience at Deloitte Tax and the University of the Incarnate Word. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and employs a tactical asset allocation program overseen by an in-house investment committee.

Christopher Alden is a financial advisor with Kingwood Investment Group in Kingwood, TX, holding a Series 66 designation and six years of industry experience. He previously worked at NEXT Financial Group from 2016 to 2024. Kingwood Investment Group is a registered advisory team serving individual and high-net-worth clients, managing approximately $126.5 million across 244 client relationships. The firm offers discretionary portfolio management, financial planning, and advisory oversight, utilizing tailored investment strategies, sub-advisors, and participant account management for defined contribution plans.

Richard Breedlove is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 credential. He has one year of experience in the industry and has held roles at multiple firms prior to joining Pinkerton Wealth Partners. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis to implement active, passive, and tactical strategies.

Lucas Cheatham is a financial advisor at Diamond Client Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Peak Brokerage Services, Good Bull Capital GP Holdings LLC, Mass Mutual Life Insurance Company, and MML Investors Services LLC. Outside of his advisory work, he is involved in retail business activities, attending board meetings several times a year. Diamond Client Group provides advisory services to individual and high-net-worth clients as well as business entities, offering portfolio management, sub-advisor selection, alternative investment sourcing, and financial planning. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide its investment approach.

Thomas Dunaway III is a CFP® with 16 years of industry experience. He is currently with The Sum, where he has worked since 2025, following several roles at Fidelity Investments and its affiliates from 2009 to 2025. The Sum is an SEC-registered investment adviser serving individuals, high-net-worth clients, and corporations with discretionary portfolio management and comprehensive financial planning. The firm emphasizes an asset-allocation approach grounded in modern portfolio theory, using primarily passive index funds and ETFs combined with ongoing monitoring and rebalancing.